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Credit Card EXPRESS provides the ability to apply the credit card charges directly to an expense report, or to create a new report based on a transaction. If Credit Card EXPRESS is enabled, you will see a an icon on your homepage as the following

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How to use Credit Card EXPRESS

1. Click on Credit Card EXPRESS from the home page.
2. STEP 1:  Select an Expense Report: Select the expense report you would like to add the credit card transactions next to *Select an expense reportto. The transactions can be added to a new report or an existing report.
3. STEP 2: Select a transactions transaction and click either Personal, Itemize, or NextPersonal the menu on the far right of the transaction to see the options to Delete or to Itemize or click the arrow to proceed to the next stepsImage Added
   
   1. Select Delete- If you would like to mark a transactions as personal. Depending on the configuration of your site, you may or may not have this option to chose.
   2. Select Itemize - If the transactions needs to be split into multiple expense types
   Next - Allows you to chose
   1. Click the arrow - To choose an expense type in the next screen or if there is a default expense type, the system will insert the default expense type for you.
                 Note: Depending on your set up, default expense type may or not may not be able to be updated.
4. In the Step 1 above if you have chosen to start a New-Expense report, you will be required to fill out the report cover page in the next step.
   1. Fill in the required fields, such as the Purpose, Date, the Distribution. 
   Fill
   1. The fields may vary depending on your company's configuration. Press Next
5. in the next step, select an expense types and fill in all required fields, which are marked with an asterisk ( * ). 
6. Click on Next.  (you can click on ‘SKIP THE TRANSACTION’ to skip the transaction and go to the second transaction if more than one transaction was selected, or 'GO TO REPORT' if one transaction was selected or we reached to the last transaction).If you have any attachments to add to the transaction you may do so in this step.,
7. Click on UPLOAD
   1. Click on
   Upload an Attachment
   1. ‘Browse from local computer’ if you would like to add a document from your desktop.
   2. Click on ‘Browse from receipt repository’ If the receipt was emailed or a photo was taken through the mobile app
   , they can be accessed through the Receipt Repository.
8. Click on on Next. 
9. In the next screen, you have the opportunity to add additional expenses if needed by clicking Add More. Go back to step 3 if you click Add More.
10. Click on Next.
11. If any updates need to be made to the Cover Page, you can do so in this step.
12. If you need to print off a fax cover sheet, check the box next to "Print Fax Cover Sheet (Barcode) to fax your receipts.".
13. Three options:
    1. Exit Without Save - this will not save any changes you have made to the report.
    2. Access Full Report - if you would like access to the full expense report
    3. Submit - this will submit your report for approval
14. If you click on Submit, the system will check for any validation warnings and errors. 
15. If you have warnings, click on Submit again. If you errors, they will need to be corrected before moving forward.

Additional Features:

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Report - The printer icon will pull up a PDF of all the transactions with the available details that show on the screen.

Filter - The funnel icon allows you to filter through the credit card transactions based on the criteria's below.

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Alert - The bell icon allows you to set up alerts that will send an email once the transaction is available in the application to apply. The fields marked with an asterisk ( * ) are required.

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1. Once the selected credit card charge(s) are applied the system will direct you to the page where you can see the full list of all of the expense lines applied to the selected report.  If finished you could Submit or press Save as a Draft to save your changes and complete the report at a later time.